FT Vest U.S. Equity Buffer EFJANETF
13F holders, Q1 2025 (March 31)149holders +28
39new positions
10sold out
$44.36avg. 13F price*
At the end of Q1 2025, 149 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, up 28 from Q4 2024. 39 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($34.5M), Raymond James Financial Inc. ($25.3M) and Cetera Investment Advisers ($19.8M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $30.3M |
| Exits | 10 | $7.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,945,652 shares bought and 546,529 shares sold, net +2,399,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Envestnet Asset Management Inc. | 0.01% | Add +260.4% | 776,812 | $34.5M |
| Raymond James Financial Inc. | 0.01% | Add +50.5% | 570,614 | $25.3M |
| Cetera Investment Advisers | 0.04% | Add +270.6% | 446,757 | $19.8M |
| Brookstone Capital Management | 0.25% | Reduce -2.8% | 385,681 | $17.1M |
| Stephens Inc. | 0.22% | Add +906.9% | 337,202 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +38.2% | 245,622 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.7% | 237,466 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +89.7% | 218,000 | $9.7M |
| MML Investors Services, LLC | 0.03% | Add +25.0% | 198,529 | $8.8M |
| Foguth Wealth Management, LLC. | 2.06% | Add +10.3% | 191,372 | $8.5M |
| Signal Advisors Wealth, LLC | 0.82% | Add +12.6% | 188,449 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +75.9% | 174,415 | $7.7M |
| LPL Financial LLC | 0.00% | Add +4.3% | 168,774 | $7.5M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | New | 154,850 | $6.9M |
| Assetmark, Inc. | 0.02% | Add +38.5% | 146,079 | $6.5M |
| SMART Wealth LLC | 2.22% | Reduce -2.5% | 139,387 | $6.2M |
| CreativeOne Wealth, LLC | 0.17% | Add +1429.5% | 131,517 | $5.8M |
| Cwm, LLC | 0.02% | Add +17.9% | 114,011 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +63.1% | 105,896 | $4.7M |
| REAP Financial Group, LLC | 1.00% | Add +10.2% | 90,592 | $4.0M |
| Bison Wealth, LLC | 0.37% | Add +6.5% | 89,592 | $4.0M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -23.8% | 88,501 | $3.9M |
| Bleakley Financial Group, LLC | 0.11% | New | 79,542 | $3.5M |
| Anfield Capital Management, LLC | 1.24% | Reduce -0.8% | 75,638 | $3.4M |
| Plotkin Financial Advisors, LLC | 2.04% | Add +6.5% | 74,962 | $3.3M |
| Semus Wealth Partners LLC | 2.15% | New | 69,524 | $3.1M |
| 1776 Wealth LLC | 1.13% | No change | 55,603 | $2.5M |
| Keystone Wealth Services, LLC | 0.65% | Add +9.4% | 54,522 | $2.4M |
| New Wave Wealth Advisors LLC | 1.07% | New | 53,888 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 52,817 | $2.3M |
| Independent Wealth Network Inc. | 0.90% | Add +2.6% | 50,662 | $2.2M |
| Avior Wealth Management, LLC | 0.08% | Add +7845.4% | 49,182 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Add +0.8% | 48,291 | $2.1M |
| Midwest Financial Network, LLC | 2.12% | Add +13.3% | 47,967 | $2.1M |
| Faithward Advisors, LLC | 0.37% | Add +404.4% | 47,454 | $2.1M |
| HighTower Advisors, LLC | 0.00% | New | 46,906 | $2.1M |
| Sunbelt Securities, Inc. | 0.18% | Add +8.0% | 44,885 | $2.0M |
| Integrity Financial Corp | 1.12% | Add +29.0% | 44,462 | $2.0M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -2.5% | 39,113 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +5.2% | 37,019 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.2% | 34,309 | $1.5M |
| TFB Advisors LLC | 0.42% | Add +177.1% | 33,130 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -21.0% | 32,910 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -72.8% | 32,311 | $1.4M |
| FWG Investments, LLC. | 1.60% | Add +149.1% | 30,819 | $1.4M |
| Synergy Asset Management, LLC | 0.16% | New | 28,435 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +7.8% | 26,824 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | New | 26,265 | $1.2M |
| Fragasso Financial Advisors Inc | 0.09% | Add +7.8% | 25,995 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.3% | 25,964 | $1.2M |
| Ignite Planners, LLC | 0.22% | Add +124.8% | 25,771 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +28.9% | 24,553 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +12.5% | 22,923 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.44% | No change | 22,522 | $999K |
| Harvest Investment Services, LLC | 0.28% | Add +131.0% | 22,442 | $995K |
| Susquehanna International Group, LLP | 0.00% | New | 22,323 | $990K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -16.3% | 22,047 | $978K |
| Arkadios Wealth Advisors | 0.04% | Add +253.4% | 21,424 | $950K |
| Marshall Financial Group, LLC | 0.21% | No change | 21,395 | $949K |
| NewEdge Advisors, LLC | 0.01% | Add +14.8% | 21,256 | $943K |
| Harbour Investments, Inc. | 0.03% | Add +19.8% | 20,235 | $897K |
| FSB Premier Wealth Management, Inc. | 0.33% | Add +35.0% | 19,339 | $858K |
| Centaurus Financial, Inc. | 0.05% | Add +55.5% | 18,179 | $806K |
| Apollon Wealth Management, LLC | 0.02% | New | 17,195 | $763K |
| Founders Financial Securities LLC | 0.06% | Add +44.2% | 17,258 | $757K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.6% | 16,730 | $742K |
| McCarthy & Cox | 0.32% | Reduce -87.4% | 16,713 | $741K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 16,245 | $720K |
| Mutual Advisors, LLC | 0.02% | Add +42.6% | 15,661 | $688K |
| United Capital Financial Advisors, LLC | 0.01% | New | 14,630 | $649K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +2.5% | 14,375 | $637K |
| CoreCap Advisors, LLC | 0.03% | Add +9.2% | 12,925 | $573K |
| Mariner, LLC | 0.00% | Add +153.8% | 12,733 | $565K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -2.3% | 12,009 | $533K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 11,405 | $506K |
| World Equity Group, Inc. | 0.14% | New | 11,193 | $496K |
| Grantvest Financial Group LLC | 0.40% | New | 11,075 | $491K |
| Creative Financial Designs Inc. | 0.04% | Add +7.0% | 11,072 | $491K |
| Mission Financial Group, LLC | 0.45% | — | 9,731 | $491K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 10,928 | $486K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Add +10.3% | 10,911 | $484K |
| IFP Advisors, Inc | 0.01% | Add +3.3% | 10,663 | $473K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.2% | 10,560 | $468K |
| Mgo One Seven LLC | 0.02% | New | 10,510 | $466K |
| PNC Financial Services Group, Inc. | 0.00% | Add +742.0% | 10,416 | $462K |
| Novem Group | 0.06% | New | 10,281 | $456K |
| Archer Investment Corp | 0.12% | No change | 10,086 | $447K |
| Sowell Financial Services LLC | 0.02% | New | 9,694 | $430K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -0.6% | 9,678 | $429K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.7% | 9,178 | $407K |
| JPMorgan Chase & Co. | 0.00% | Add +512.7% | 9,050 | $401K |
| Luken Investment Analytics, LLC | 0.18% | No change | 8,800 | $390K |
| Farther Finance Advisors, LLC | 0.01% | Add +9131.6% | 8,770 | $390K |
| VestGen Investment Management | 0.29% | New | 8,704 | $386K |
| Lanark Financial, Inc. | 0.03% | — | 8,424 | $373K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +46.1% | 8,388 | $372K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +46.1% | 8,388 | $372K |
| Savvy Advisors, Inc. | 0.04% | New | 8,277 | $367K |
| Kraematon Investment Advisors, Inc. | 0.37% | New | 8,252 | $366K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -93.3% | 8,044 | $357K |
"% of holder's portfolio" is FJAN's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.